One Wealth Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

One Wealth Capital Management’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$303K	Sell	2,906 -75	-3%	-$7.72K	0.13%	85
2025 Q4	$305K	Sell	2,981 -1,372	-32%	-$141K	0.13%	95
2025 Q3	$450K	Buy	4,353 +955	+28%	+$98.5K	0.2%	61
2025 Q2	$350K	Buy	3,398 +1,357	+66%	+$139K	0.16%	73
2025 Q1	$211K	Buy	+2,041	New	+$208K	0.11%	102

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

One Wealth Capital Management's STIP Position: Q1 2026 in Review

One Wealth Capital Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.5% in Q1 2026, selling an estimated $7.72K and leaving 2,906 shares worth $303K. The position accounts for 0.13% of the portfolio, ranked #85.

One Wealth Capital Management first reported a position in STIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $450K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

One Wealth Capital Management held 2,906 shares of iShares 0-5 Year TIPS Bond ETF worth $303K as of Q1 2026.
One Wealth Capital Management sold 75 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $7.72K.
iShares 0-5 Year TIPS Bond ETF made up 0.13% of One Wealth Capital Management's portfolio in Q1 2026, its #85 holding.
One Wealth Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
One Wealth Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $450K in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on One Wealth Capital Management's 13F filing for Q1 2026, filed 4 May 2026.